S.E.E.D. Planning Group
Latest statistics and disclosures from S.E.E.D. Planning Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, AAPL, GOOGL, NEE, LIN, and represent 21.47% of S.E.E.D. Planning Group's stock portfolio.
- Added to shares of these 10 stocks: SHW (+$13M), ROL (+$12M), CSGP (+$6.9M), COST (+$5.1M), CBRE, BSCU, MSFT, META, FAST, ADP.
- Started 14 new stock positions in PYPL, JEF, XLU, BSCU, CSTM, PGR, BSJT, HAL, TSCO, FAST. VOO, SYK, ROL, SHW.
- Reduced shares in these 10 stocks: MOAT (-$14M), CTVA (-$12M), VLO (-$6.0M), CL (-$5.4M), , BSCQ, LMT, GOOGL, NEE, SO.
- Sold out of its positions in AMT, ARQT, CCL, CLS, VISN, CTVA, GD, BSCQ, SLV, KLAC. SO.
- S.E.E.D. Planning Group was a net buyer of stock by $654k.
- S.E.E.D. Planning Group has $344M in assets under management (AUM), dropping by -1.86%.
- Central Index Key (CIK): 0001765515
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Portfolio Holdings for S.E.E.D. Planning Group
S.E.E.D. Planning Group holds 89 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 4.8 | $16M | +7% | 79k | 208.27 |
|
| Apple (AAPL) | 4.7 | $16M | -6% | 64k | 253.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $14M | -17% | 49k | 287.56 |
|
| Nextera Energy (NEE) | 4.0 | $14M | -12% | 149k | 92.88 |
|
| Linde SHS (LIN) | 3.9 | $13M | 27k | 495.76 |
|
|
| Cbre Group Cl A (CBRE) | 3.9 | $13M | +50% | 99k | 135.46 |
|
| Meta Platforms Cl A (META) | 3.9 | $13M | +22% | 23k | 572.12 |
|
| Sherwin-Williams Company (SHW) | 3.8 | $13M | NEW | 41k | 320.55 |
|
| Thermo Fisher Scientific (TMO) | 3.7 | $13M | 26k | 491.53 |
|
|
| Agilent Technologies Inc C ommon (A) | 3.7 | $13M | +9% | 111k | 113.98 |
|
| Microsoft Corporation (MSFT) | 3.6 | $12M | +26% | 34k | 370.17 |
|
| Costco Wholesale Corporation (COST) | 3.6 | $12M | +71% | 12k | 996.45 |
|
| Rollins (ROL) | 3.5 | $12M | NEW | 228k | 53.41 |
|
| Valero Energy Corporation (VLO) | 3.3 | $11M | -34% | 46k | 247.08 |
|
| Automatic Data Processing (ADP) | 3.1 | $11M | +21% | 53k | 203.18 |
|
| Enbridge (ENB) | 3.0 | $11M | -9% | 194k | 54.14 |
|
| Lockheed Martin Corporation (LMT) | 3.0 | $10M | -24% | 17k | 604.39 |
|
| Us Bancorp Com New (USB) | 2.9 | $9.9M | -10% | 190k | 52.01 |
|
| CoStar (CSGP) | 2.6 | $8.8M | +366% | 219k | 40.34 |
|
| Lowe's Companies (LOW) | 2.2 | $7.6M | -3% | 32k | 236.28 |
|
| Mastercard Incorporated Cl A (MA) | 1.8 | $6.3M | +13% | 13k | 499.68 |
|
| Lauder Estee Cos Cl A (EL) | 1.5 | $5.2M | -16% | 72k | 71.77 |
|
| Home Depot (HD) | 1.5 | $5.0M | +8% | 15k | 328.90 |
|
| Pepsi (PEP) | 1.3 | $4.5M | +13% | 29k | 155.29 |
|
| Visa Com Cl A (V) | 1.3 | $4.4M | +11% | 14k | 302.24 |
|
| Equinix (EQIX) | 1.2 | $4.2M | -8% | 4.3k | 980.18 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.0 | $3.6M | +2% | 181k | 19.62 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 1.0 | $3.5M | 170k | 20.42 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 1.0 | $3.4M | 181k | 18.66 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 1.0 | $3.4M | NEW | 202k | 16.72 |
|
| S&p Global (SPGI) | 0.9 | $3.0M | +26% | 7.0k | 425.32 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.9M | -4% | 10k | 294.16 |
|
| Cheniere Energy Com New (LNG) | 0.9 | $2.9M | -11% | 10k | 283.77 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $2.5M | +8% | 98k | 25.64 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $2.4M | +5% | 12k | 192.90 |
|
| Applied Materials (AMAT) | 0.7 | $2.3M | -28% | 6.9k | 341.79 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $2.3M | +4% | 7.3k | 320.81 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $2.3M | -22% | 14k | 169.66 |
|
| Fastenal Company (FAST) | 0.6 | $2.0M | NEW | 43k | 46.40 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.8M | 3.8k | 479.20 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.5 | $1.7M | 73k | 23.18 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.5 | $1.7M | 75k | 22.36 |
|
|
| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.5 | $1.7M | 78k | 21.68 |
|
|
| International Business Machines (IBM) | 0.5 | $1.7M | 6.9k | 242.40 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 0.5 | $1.6M | NEW | 77k | 21.04 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.4 | $1.5M | +549% | 21k | 69.37 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $1.5M | -90% | 15k | 96.70 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.3M | 6.6k | 198.30 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $1.2M | +3% | 9.5k | 124.28 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $1.1M | 1.7k | 682.09 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $866k | -4% | 13k | 67.53 |
|
| Tractor Supply Company (TSCO) | 0.2 | $815k | NEW | 18k | 45.30 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $799k | -8% | 1.9k | 426.40 |
|
| Ecolab (ECL) | 0.2 | $687k | -29% | 2.6k | 266.04 |
|
| Stryker Corporation (SYK) | 0.2 | $687k | NEW | 2.1k | 328.67 |
|
| Willis Towers Watson SHS (WTW) | 0.2 | $676k | 2.3k | 290.70 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $663k | -5% | 5.3k | 124.30 |
|
| Coca-Cola Company (KO) | 0.2 | $649k | -7% | 8.5k | 76.05 |
|
| Broadcom (AVGO) | 0.2 | $583k | +32% | 1.9k | 309.47 |
|
| Procter & Gamble Company (PG) | 0.2 | $539k | +75% | 3.7k | 144.43 |
|
| Progressive Corporation (PGR) | 0.1 | $506k | NEW | 2.6k | 198.23 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $496k | +115% | 16k | 30.68 |
|
| ConocoPhillips (COP) | 0.1 | $494k | -19% | 3.7k | 131.99 |
|
| Cadence Design Systems (CDNS) | 0.1 | $492k | 1.8k | 277.87 |
|
|
| Walt Disney Company (DIS) | 0.1 | $483k | 5.0k | 96.39 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $458k | +17% | 2.6k | 174.38 |
|
| Rockwell Automation (ROK) | 0.1 | $430k | +40% | 1.2k | 358.88 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $392k | 2.7k | 145.94 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $352k | 1.6k | 213.67 |
|
|
| Ferrari Nv Ord (RACE) | 0.1 | $341k | +74% | 1.0k | 338.29 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $332k | NEW | 7.2k | 45.89 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $307k | -14% | 4.4k | 70.18 |
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.1 | $300k | 4.0k | 74.94 |
|
|
| Corning Incorporated (GLW) | 0.1 | $292k | -47% | 2.2k | 135.97 |
|
| Gilead Sciences (GILD) | 0.1 | $279k | 2.0k | 139.37 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $273k | -95% | 3.2k | 85.22 |
|
| Barclays Adr (BCS) | 0.1 | $265k | 13k | 21.16 |
|
|
| Xylem (XYL) | 0.1 | $257k | -15% | 2.2k | 119.50 |
|
| Oracle Corporation (ORCL) | 0.1 | $257k | 1.7k | 147.12 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $256k | -23% | 2.9k | 89.59 |
|
| Halliburton Company (HAL) | 0.1 | $253k | NEW | 6.5k | 38.99 |
|
| Paypal Holdings (PYPL) | 0.1 | $249k | NEW | 5.5k | 45.23 |
|
| Jefferies Finl Group (JEF) | 0.1 | $248k | NEW | 6.0k | 41.27 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $246k | 5.8k | 42.31 |
|
|
| Constellium Se Cl A Shs (CSTM) | 0.1 | $234k | NEW | 9.5k | 24.58 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $227k | NEW | 379.00 | 597.55 |
|
| Exelon Corporation (EXC) | 0.1 | $226k | 4.6k | 49.02 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $216k | 1.7k | 126.35 |
|
|
| Quantumscape Corp Com Cl A (QS) | 0.0 | $128k | 20k | 6.38 |
|
Past Filings by S.E.E.D. Planning Group
SEC 13F filings are viewable for S.E.E.D. Planning Group going back to 2019
- S.E.E.D. Planning Group 2026 Q1 filed April 23, 2026
- S.E.E.D. Planning Group 2025 Q4 filed Jan. 9, 2026
- S.E.E.D. Planning Group 2025 Q3 filed Oct. 14, 2025
- S.E.E.D. Planning Group 2025 Q2 filed July 8, 2025
- S.E.E.D. Planning Group 2025 Q1 filed April 8, 2025
- S.E.E.D. Planning Group 2024 Q4 filed Jan. 14, 2025
- S.E.E.D. Planning Group 2024 Q3 filed Oct. 15, 2024
- S.E.E.D. Planning Group 2024 Q2 filed July 18, 2024
- S.E.E.D. Planning Group 2024 Q1 filed April 16, 2024
- S.E.E.D. Planning Group 2023 Q4 filed Jan. 26, 2024
- S.E.E.D. Planning Group 2023 Q3 filed Oct. 17, 2023
- S.E.E.D. Planning Group 2023 Q2 filed July 18, 2023
- S.E.E.D. Planning Group 2023 Q1 filed April 13, 2023
- S.E.E.D. Planning Group 2022 Q4 filed Jan. 19, 2023
- S.E.E.D. Planning Group 2022 Q3 filed Oct. 20, 2022
- S.E.E.D. Planning Group 2022 Q2 filed July 26, 2022